Recent Discussions

Discussion List

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  Ability to Show or Hide Categories and Tags from Reports and Spending [edited] (2 Merged Votes)

  Active mcjerbons 197 views 9 comments 20 points Most recent by featheredinvite May 29Feature Requests
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  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

  In Review TGP 593 views 33 comments 74 points Most recent by featheredinvite May 29Feature Requests
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  Merged: Watch list averages are not correct on web oe mobile android app.

  Clark 21 views 0 comments 1 point Started by Clark May 28 Using Watchlists
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  27

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  Ability to Create Transaction Rules for Amounts and Accounts [edited] (1 Merged Vote)

  Active MCHAMMER8292 131 views 9 comments 27 points Most recent by dwarwick May 28Feature Requests
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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 26 views 3 comments 9 points Most recent by DannyB May 27Feature Requests
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  Balances changing/incorrect on manual accounts

  cfoxcvg 11 views 1 comment 0 points Most recent by Coach Natalie May 27Adding and Updating Accounts
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  Mobile Release 3.20.0

  Closed Coach Natalie 103 views 0 comments 1 point Started by Coach Natalie May 27 Updates From the Product Team
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  Need the ability to deduct, not just add, to an investment account.

  JoanneA 10 views 1 comment 0 points Most recent by Coach Natalie May 27Investments
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  FDP-103 error with Optum Financial

  System 13 views 4 comments 0 points Most recent by Coach Natalie May 27Adding and Updating Accounts
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  Need the ability to print a report. Any report.

  JoanneA 14 views 1 comment 1 point Most recent by Coach Natalie May 27Using Reports
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  Merged: The Mobile app update still not working after update??

  Clark 4 views 0 comments 0 points Started by Clark May 27 Report a Bug
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  26

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  Ability to download or print Reports [edited] (1 Merged Vote)

  Active Cincinnati-Boy 177 views 10 comments 26 points Most recent by JC. May 27Feature Requests